Your first campaign

A campaign is one group of leads with its own settings: where the contacts come from, what the agent says, which number it calls from and what happens after the call. Here’s how to build one from scratch.

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1. Click “New campaign”

The blue button sits at the top of the left-hand menu, on every page.

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2. Choose where the leads will come from

This is the campaign type, and it only decides where contacts arrive from: Pick a type and click Next. Details for each one: Source.

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3. Name the campaign

Give it a name you’ll recognise (a product, a month) and click Create campaign.

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4. Work through “Get started”

You land on a checklist that walks you through the rest:

1. Set up the agent: language, voice and conversation style → Agent
2. Set up the workflow: when to call and what to do afterwards → Workflow
3. Test the agent: talk to it in your browser, free of charge
4. Connect a lead source → Source
5. Assign a phone number → Phone number
6. Launch the campaign: only now does the agent start calling

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What next

Track results in Activity (calls and history) and in Leads (the status of each contact). Keep an eye on your wallet, you need a balance for calls to go out.